Pershing LLC, Bank of New York Mellon

Description

Address: 135 Main St #5, San Francisco, CA 94105 Phone: (415) 778-1900Website: : : Place name: : : Category: Hours: : : Website: https://www.pershing.com/ Category: Real Estate Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pershing LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Pershing LLC, Bank of New York Mellon Employees

Employee
Years
Job
Industry
Susan Theder Susan Theder Greater Los Angeles Area Details
Susan Theder's Pershing LLC, Bank of New York Mellon Experience March 2006 - March 2007
Job Chief Marketing Officer at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group  July 2010 - Present
Pershing LLC  September 2005 - July 2010
Pershing LLC, Bank of New York Mellon   March 2006 - March 2007
Pershing/Bank of New York   September 2005 - March 2006
Fidelity Registered Investment Advisor Group (FRIAG)   2001 - 2005
Fidelity Investments  1992 - 2005
SupplierMarket   1999 - 2000
SupplierMarket.com/Ariba   1999 - 2000

Education
Bowdoin College   1985 — 1989

Dan Pontonio Dan Pontonio Greater Philadelphia Area Details
Dan Pontonio's Pershing LLC, Bank of New York Mellon Experience January 2011 - January 2012
Job Professional Training Consultant at The Training Associates
Industry Financial Services
Experience
National Grid Utility Company   August 2012 - April 2013
The Training Associates  March 2012 - August 2012
Pershing LLC, Bank of New York Mellon   January 2011 - January 2012
Wachovia Securities/Wells Fargo Advisors  June 2005 - May 2009
Wachovia Securities  October 2003 - May 2005
Prudential Securities  April 1998 - October 2003
Prudential Securities  April 1996 - April 1998
ExecuTrain  February 1995 - April 1996
Automatic Data Processing  March 1993 - August 1994

Skills
Integration, Leadership Development, Management, Coaching, Financial Analysis, Change Management, Team Building, SDLC, Financial Services, Training, Workshop Facilitation, Mutual Funds, Strategic Planning, Staff Development, Customer Service, Instructional Design, Leadership, Mergers, Management Consulting, Organizational..., Team Leadership, Employee Training, Series 7, CRM, Performance Management, Instructor-led Training, Project Planning, Talent Management, Recruiting, Cloud Computing, Training Delivery

Education
Northeastern University   1986 — 1991
Bachelor of Science in Business Administration, Management

David Kilgariff David Kilgariff Greater Philadelphia Area Details
David Kilgariff's Pershing LLC, Bank of New York Mellon Experience March 2009 - July 2010
Job Director
Industry Financial Services
Experience
Brandywine Global Investment Management  January 2015 - Present
Prudential Financial  July 2010 - June 2014
Pershing LLC, Bank of New York Mellon   March 2009 - July 2010
JPMorgan  2005 - January 2009
SEI Investments  2000 - 2005
First USA / Bank One  1998 - 2000
Merrill Lynch  1996 - 1998
Prudential Insurance Company  1995 - 1996
Merrill Lynch  1986 - 1995

Skills
Search Engine Technology, Social Media Marketing, Business Process..., Business Process..., Vendor Management, Program Management, Strategy, Financial Services, CRM, Risk Management, New Business Development, SDLC, Executive Management, Management, Leadership, Outsourcing, PMO, Disaster Recovery, Business Analysis, Business Intelligence, Process Improvement, Project Management, Team Building, IT Strategy, Business Process..., Relationship Management, Product Management, Business Development, Strategic Partnerships, Business Planning, Team Management, Project Planning, Finance, Budgets, Marketing, Innovation, FINRA Series 99 License, Compliance

Education
New Jersey Institute of Technology   1992 — 1996
MS - Computer Science, Computer Science

East Stroudsburg University of Pennsylvania   1982 — 1986
BA, Economics

Council Rock High School   1976 — 1980
High School Diploma

Sandra J Baptiste, MBA, PMP, CSM Sandra J Baptiste, MBA, PMP, CSM Greater New York City Area Details
Sandra J Baptiste, MBA, PMP, CSM's Pershing LLC, Bank of New York Mellon Experience 1996 - Present
Job VP at Pershing LLC, a BNY Mellon company
Industry Information Technology and Services
Experience
Pershing LLC, Bank of New York Mellon   1996 - Present
Pershing LLC, Bank of New York Mellon   January 2001 - December 2006

Skills
Process Improvement, CMM, PMP, PMBOK, Project Planning, Management, Leadership, SDLC, PMO, Program Management, Business Analysis, Project Management, Change Management, IT-CMF, Vendor Management, Training, Non-profit Volunteer, IT Strategy, Project Delivery

Education
Fairleigh Dickinson University   1997 — 2000
MBA, Computer Information Systems

Baruch College, City University of New York (CUNY)   1984 — 1988
BBA, Computer Information Systems

University of the West Indies, St. Augustine Campus   1981 — 1984
Certificate, Business Management

Lila Meng Lila Meng Greater New York City Area Details
Lila Meng's Pershing LLC, Bank of New York Mellon Experience July 2005 - February 2009
Job Business Development RIAs
Industry Financial Services
Experience
Pershing, a BNY Mellon company  September 2015 - Present
Pershing, a BNY Mellon company  August 2012 - August 2015
Pershing  February 2009 - August 2012
Pershing LLC, Bank of New York Mellon   July 2005 - February 2009
Marco Polo  April 2008 - November 2008
Pershing  2005 - 2008

Skills
Equities, Fixed Income, Financial Services, Securities, Series 7, Management, Portfolio Management, Capital Markets, Risk Management, Mutual Funds, Wealth Management...

Education
Rutgers University-New Brunswick   2002 — 2005
B.S., Finance

Ilana Koton Ilana Koton Greater New York City Area Details
Ilana Koton's Pershing LLC, Bank of New York Mellon Experience 1999 - Present
Job Vice President Senior Program Manager at Pershing
Industry Financial Services
Experience
Pershing  August 1999 - Present
Pershing LLC, Bank of New York Mellon   1999 - Present

Education
Pace University School of Law

Kathleen Herbert Kathleen Herbert Greater New York City Area Details
Kathleen Herbert's Pershing LLC, Bank of New York Mellon Experience January 2006 - November 2011
Job Sr. Lead Quality Specialist Manager Sr. Vice President at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets  February 2015 - Present
HSBC Global Banking and Markets  October 2013 - January 2015
Bank of America  June 2012 - March 2013
Pershing LLC, Bank of New York Mellon   January 2006 - November 2011
AIG  2002 - 2004
Prudential Insurance  1995 - 1997
Continental Insurance  1980 - 1995

Skills
PMO, SDLC, Vendor Management, Business Analysis, Visio, Requirements Analysis, Process Improvement, Business Requirements, Program Management, Requirements Gathering, Business Process..., Risk Management, Project Management, Project Portfolio..., MS Project, SharePoint, Project Planning, Management, Testing, Quality Assurance, PMP

Education
Allegheny College

Keith Polster Keith Polster Greater New York City Area Details
Keith Polster's Pershing LLC, Bank of New York Mellon Experience December 2001 - Present
Job VP Project Management Office
Industry Financial Services
Experience
Pershing, LLC - Bank of New York Mellon  December 2001 - Present
Prudential Financial  March 1998 - November 2001
Chase Manhattan Corporation  October 1989 - September 1994

Education
Rochester Institute of Technology   1980 — 1984
MBA, Marketing

State University of New York College at Potsdam   1978 — 1980

State University of New York College at Geneseo   1975 — 1977

Ana Bruno-Sanchez Ana Bruno-Sanchez Orlando, Florida Area Details
Ana Bruno-Sanchez's Pershing LLC, Bank of New York Mellon Experience January 2007 - August 2013
Job VP AntiMoney Laundering Compliance Officer at Pershing
Industry Financial Services
Experience
BNY Mellon  August 2013 - Present
Pershing LLC, Bank of New York Mellon   January 2007 - August 2013
Fairwinds Credit Union  January 2006 - December 2006

Skills
Leadership, Management, Process Improvement, Microsoft Excel, Mutual Funds, Customer Service, Risk Management, Analytics, Operations Management, Supervisory Experience, Strategic Planning, Forecasting, Cross-functional Team..., Budgets, Regulatory Compliance, FINRA, Legal Compliance, European Markets, Banking, Relationship Management

Education
University of Central Florida - College of Business Administration   2004 — 2006
Finance, Finance, Accounting, Real Estate Finance, and Economics

Rollins College - Crummer Graduate School of Business
Executive MBA

Harold Koehler Harold Koehler Greater New York City Area Details
Harold Koehler's Pershing LLC, Bank of New York Mellon Experience August 2008 - Present
Job VP at Pershing LLC.
Industry Financial Services
Experience
Pershing LLC Bank of New York Mellon  August 2008 - Present
Pershing  2008 - Present
Bear Stearns  April 2005 - August 2008
iNautix Technologies  2000 - 2002

Skills
SDLC, Business Analysis, Vendor Management, PMP, Requirements Gathering, Program Management, Software Project..., Risk Management, IT Strategy, Requirements Analysis, Agile Methodologies, Process Improvement, PMO, MS Project, Project Management, Process Engineering, Business Process..., Outsourcing, Project Portfolio..., Business Requirements, Change Management, Software Development, Financial Services, Enterprise Architecture, Project Delivery, Product Management, Trading Systems

Education
Fairleigh Dickinson University   1980 — 1984
bsme, Mechanical Engineering

Gita Ghafuri Gita Ghafuri San Francisco Bay Area Details
Gita Ghafuri's Pershing LLC, Bank of New York Mellon Experience November 2006 - February 2009
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2014 - Present
Merrill Edge, Bank of America Merrill Lynch   August 2011 - December 2013
AXA Advisors  November 2010 - June 2011
Pershing LLC, Bank of New York Mellon   November 2006 - February 2009
Moors & Cabot  July 2006 - November 2006
Presidio Financial Partners  November 2005 - February 2006
Oppenheimer & Co.   November 2002 - October 2005
Wachovia Securities, LLC  May 2001 - May 2002
Robertson Stephens  April 1999 - April 2001

Skills
Investments, Series 7, Financial Services, Equities, Asset Management, Series 63, Strategic Financial..., Estate Planning, Financial Advisory, Investment Strategies, Asset Allocation, Risk Management, Insurance, Finance, Alternative Investments, Strategy, Mutual Funds, Wealth Management, Institutional Sales, Account Management, Relationship Management, Corporate Training, Retirement Planning, Investment Advisory, Wealth Management..., Portfolio Management, Securities, Banking, New Business Development, Sales Presentations, FINRA, Sales Management, Retirement, Financial Markets, Sales Process, Financial Planning

Education
Golden Gate University
MBA, Finance

University of Hamburg
BS / Vordiplom, Business Administration

alton jones alton jones Greater New York City Area Details
alton jones's Pershing LLC, Bank of New York Mellon Experience 1976 - 2007
Job Owner, aimto
Industry Information Technology and Services
Experience
COR Capital Holdoings   October 2011 - Present
DonePlus Inc.   September 2010 - Present
Pershing LLC, Bank of New York Mellon   1976 - 2007
Pershing  1976 - 2007

Education
Columbia University in the City of New York
Master's degree, Industrial and Organizational Psychology

Columbia, M.A.; LIU, B.A; Harvard Executive Business Program,
Bachelor of Applied Science (B.A.Sc.), Applied Psychology